Client Access vs Holistic Planning+
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Client Access
Manage your investment portfolio, transfer funds, and deposit checks securely on your mobile device. Access account balances, market information, and financial documents anytime. It offers a secure vault for storing important papers and provides tools for in-depth financial reviews.
- View account balances and investment values
- Transfer funds and deposit checks
- Access market information
- Store financial documents securely
- Analyze asset allocation
- Contact financial advisor
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Client Access gives you a powerful, convenient and secure way to view your accounts online anytime. It is optimized for your mobile device, so you can securely manage your investment portfolio, transfer funds, deposit checks, and access up-to-the-minute market information. Whether you want a quick snapshot or an in-depth review, it’s all right here. • Your account balances, including your assets and available cash • Current value of each of your investments • Detailed asset allocation analysis • Documents such as trade confirmations and tax reporting • A secure vault to store financial statements, insurance documents • A full complement of convenient client tools • Your financial advisor’s contact information Asset allocation does not guarantee a profit nor protect against loss.
Holistic Planning+
Access and monitor your investment portfolios from any device. View real-time trades, transactions, holdings, and performance. Sync held-away accounts and receive important notifications from your advisor.
- Real-time portfolio viewing
- Simplified reporting
- Sync held-away accounts
- Accessible from anywhere
- Advisor notifications
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Holistic Planning provides a clear and simple way for you to view your investments from anywhere at any time. See the most recent trades and transactions in your accounts, current portfolio holdings, performance, and more. KEY FEATURES: - View portfolios in real time - Simplified reporting and access - Sync held-away accounts - Accessible from anywhere - Receive notifications from your advisor
Screenshots
Verdict
The clearest difference is review sentiment: Holistic Planning+ at 100% against Client Access's 28%. Holistic Planning+ also leads on rating (5.0 vs 4.0) and iOS requirement (12.0 vs 15.0). Client Access's advantage is ratings volume (155 vs 2). On price, update cadence, ads and in-app purchases there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
Holistic Planning+ holds the better App Store score, 5.0 against 4.0. That said, the two scores are not equally well evidenced: Client Access has 155 ratings behind it against 2, so its average is the more settled of the two. Written reviews point the same way: 28% of Client Access's written reviews are positive against 100% of Holistic Planning+'s.
Client Access ships an update every 5 weeks, Holistic Planning+ every 2 months. The most recent releases landed on October 9, 2026 and October 4, 2026 respectively.
| Parameter | Client Access | Holistic Planning+ |
|---|---|---|
| Price | Free | Free |
| Rating | 4.0 (155 ratings) | 5.0 (2 ratings) — better |
| Positive reviews | 28.0% of reviews | 100.0% of reviews — better |
| Number of ratings | 155 — better | 2 |
| Update frequency | Every 5 weeks — better | Every 2 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 15.0 | 12.0 — better |
| Further details — not scored | ||
| Size | 74 MB | 0 MB |
| Age rating | 4+ | 4+ |
| Developer | Raymond James Financial | Uptick Partners, LLC |
Customer experience
Client Access
Holistic Planning+
Bugs and requests
Client Access
Reported bugs
15 issues- Login button greyed out or unresponsive
- Verification codes delayed or stuck in system
- App displays white screen on launch
- Password authentication fails despite correct credentials
- Face ID and Touch ID functionality broken
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- App freezes when checking pending activity
- Incompatibility with Apple Keychain password manager
- App crashes on iPhone 14 and newer iOS versions
- Horizontal scrolling not working properly
- App loses login credentials after closing
- Recent update prevents app from opening
- Stock price updates delayed 15-30 minutes
- Mobile deposit year selection not working for IRA contributions
- App becomes unresponsive after entering portfolio section
- Inconsistent behavior with two-factor authentication
Requested features
16 requests- Add graphing and charting capabilities for portfolio performance
- Enable historical data viewing and trend analysis over time
- Implement frozen headers when scrolling through portfolio data
- Add ability to trade mutual funds and stocks
- Display daily change and month-to-date change in account overview
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- Show total portfolio income across all accounts
- Add bill pay functionality
- Implement column sorting on portfolio tables
- Display all accounts on single screen without scrolling
- Add Goals section to mobile app
- Improve font sizes for better readability
- Add HSA account support
- Enable external account linking
- Provide trade order status tracking
- Implement dark mode option
- Rename app to 'RJ Client Access' for better discoverability
Holistic Planning+
Not enough reviews yet to summarise bugs or requests.
In-app purchases
Client Access
No in-app purchases
Holistic Planning+
No in-app purchases
Questions
Is Client Access free?
Is Holistic Planning+ free?
Which has better reviews, Client Access or Holistic Planning+?
Do Client Access or Holistic Planning+ have ads?
Which is updated more often, Client Access or Holistic Planning+?
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